JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.8B
AUM Growth
+$6.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,036
New
Increased
Reduced
Closed

Top Buys

1
+$1.44B
2
+$268M
3
+$233M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$211M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$152M

Top Sells

1
+$79.3M
2
+$73.6M
3
+$70.3M
4
CRM icon
Salesforce
CRM
+$64.9M
5
FITB icon
Fifth Third Bancorp
FITB
+$60.4M

Sector Composition

1 Technology 17.29%
2 Healthcare 10.08%
3 Financials 7.99%
4 Industrials 6.43%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$326K ﹤0.01%
10,078
-377
1627
$324K ﹤0.01%
30,726
-10,239
1628
$323K ﹤0.01%
6,270
-100
1629
$321K ﹤0.01%
9,453
-1,099
1630
$321K ﹤0.01%
4,672
-1,296
1631
$320K ﹤0.01%
+30,950
1632
$320K ﹤0.01%
3,655
-2,827
1633
$320K ﹤0.01%
14,117
-805,956
1634
$319K ﹤0.01%
3,973
+44
1635
$319K ﹤0.01%
11,074
+1,367
1636
$318K ﹤0.01%
10,746
-698
1637
$317K ﹤0.01%
3,197
-33
1638
$316K ﹤0.01%
+15,544
1639
$315K ﹤0.01%
2,249
+117
1640
$313K ﹤0.01%
+11,345
1641
$313K ﹤0.01%
23,648
+497
1642
$312K ﹤0.01%
5,179
+358
1643
$312K ﹤0.01%
+2,874
1644
$311K ﹤0.01%
4,088
-296,670
1645
$311K ﹤0.01%
7,575
1646
$311K ﹤0.01%
7,851
-38,043
1647
$311K ﹤0.01%
+6,435
1648
$311K ﹤0.01%
+3,829
1649
$310K ﹤0.01%
+7,588
1650
$310K ﹤0.01%
+6,393
64 65
66
67 68